Sundaram Mid Cap Fund Regular Plan

Mid CapEquity Rank 12 of 35

NAV · Regular-Growth

—-6.54-0.87%

As of — · AMFI

NAV growth+4.9%

Oct ’21Oct ’22

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 10 of 12 years

Beats its Mid Cap category on 1Y, 3Y & 5Y.

1Y return

+10.2%

+4.4 vs cat

3Y CAGR

+20.9%

+5.0 vs cat

5Y CAGR

+17.8%

+3.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

17.2%

3Y std dev

Go deeper on Sundaram Mid Cap Fund Regular Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Mid Cap Fund Regular Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Mid Cap Fund Regular Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Mid Cap Fund Regular Plan is a Mid Cap scheme from Sundaram. Long-run track record: about 17.8% CAGR over 5 years. Worst historical drawdown: -100% in May 2009, recovered in 15 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF903J01173

NAV (Direct-Growth)

₹741.5447

Last 1Y

+4.93%

Oct 21Min ₹607.45 · Max ₹781.12 · 247 ptsOct 22

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

May 2009

-100.0%

Peak ₹155.36 on 2 Jan 2008 → trough ₹0.00 on 18 May 2009 (17 months down).

Recovered in 15 months· 19 Aug 2010

Mar 2020

-45.3%

Peak ₹554.25 on 8 Jan 2018 → trough ₹303.44 on 23 Mar 2020 (27 months down).

Recovered in 11 months· 3 Feb 2021

Dec 2011

-30.4%

Peak ₹177.20 on 10 Nov 2010 → trough ₹123.41 on 20 Dec 2011 (14 months down).

Recovered in 25 months· 26 Dec 2013

Jun 2006

-28.0%

Peak ₹89.62 on 10 May 2006 → trough ₹64.50 on 14 Jun 2006 (1 months down).

Recovered in 5 months· 13 Nov 2006

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.41%	+0.22%	35/ 39
1M	+2.53%	+2.76%	24/ 39
3M	+7.71%	+5.77%	24/ 39
6M	+5.50%	+3.36%	28/ 38
YTD	+6.19%	+3.11%	26/ 37
1Y	+10.19%	+5.81%	21/ 36
2Y	+6.66%	+2.07%	17/ 35
3Y	+20.86%	+15.91%	12/ 35
5Y	+17.83%	+14.10%	11/ 29
7Y	+20.13%	+19.43%	19/ 27
10Y	+14.37%	+14.30%	21/ 24

Peers in Mid Cap

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

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